Navigation: Settings --> Custom Roles The various permissions are set across the modules. Based on the settings enabled by the admin, the field executives or supervisors can View and edit the controls. These are the modules we have enabled the ...
Users Role can be added, updated, and customized using the "Custom Roles" settings. Navigation: Settings --> General Settings --> Custom Roles Custom Roles 1. Select the “Settings” icon from the left navigation menu. Under the “General Settings,” ...
You can add your team members (field technicians, dispatchers, etc,.) manually, or through a bulk import of users. You must be an admin to add users to your Zuper account. You can create your first user under the "Users" section from: Navigation: ...
Navigation: Jobs -> + Create New Job (Select Organization or Customer) Navigation: Jobs -> + New -> Job Create your first job in Zuper in a quick way! 1. Go to the new Job page by clicking on "+ New -> Job" from the top navigation bar. You can also ...
This glossary describes key concepts, terminology, and modules in your Zuper app. It's a good place to get started learning how to set up your Zuper app to meet your unique business needs. @ - Dashboard - Jobs - Customers - Users & Teams - Quotes - ...